See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $41,280 |
CARDAY ASSOCIATES2 years Service code 13 · EIN 53-0257019 | Contract Administrator | $24,949 |
Filed as: MOONEY, GREEN, BAKER & SAINDON, MUR Service code 29 · EIN 52-1958229 | Legal | $9,495 |
DAHAB ASSOCIATES3+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $7,551 |
Filed as: WEYRICH CORINN & SORRA, LLC Service code 10 · EIN 81-4643077 | Accounting | $6,650 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Other fees; I... | $516 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,321 | $60,396-86.2% | $83,848-90.1% | $75,289-88.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 7.26% | 3.84%+3.4pp | 850.88%-843.6pp | -0.04%+7.3pp |
| Employer contribution / active EE | $2,055 | $3,343-38.5% | $3,631-43.4% | $2,405-14.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $36 | $141-74.8% | $5,478-99.3% | $102-65.2% |